Synovus · 19 hours ago
Financial Advisor
Miami, FL
Full-time
Onsite
Senior Level, Lead/Staff
12+ years expSynovus is a financial institution seeking a Financial Advisor to join their Middle Market Banking team. The role involves developing and maintaining long-term relationships with commercial customers, providing a comprehensive set of financial products and services, and collaborating with various business partners to enhance customer satisfaction.
BankingFinanceFinancial Services
Responsibilities
Plans and executes a direct sales calling program to add value and strengthen personal relationships with commercial customers. Maintains and deepens current customer relationships and proactively identifies and develops prospective customers or centers of influence
Collaborates with business partners such as treasury management, private wealth management, and other line-of-business segments to strategize and develop comprehensive customer relationships in the middle market segment
Engages and consults with commercial customers to identify, understand, and prioritize their financial needs. Champions the customer's financial success through positioning a comprehensive set of product solutions and engaging appropriate product partners
Leads the efforts of a cross-functional deal team including underwriters, analysts, and relationship associates, responsible for providing financial and statistical data to determine and support customer credit worthiness
Prepares and delivers credit presentations for review and approval. Arranges legal services for the execution of loan documentation, ongoing monitoring of credits, and preparation of appropriate memos for waivers, amendments, and modifications to customer credit facilities
Ensures all transactions and processes are in compliance with regulatory and company guidelines, policies and procedures. Ensures underwriting and credit standards are maintained
Establishes and maintains relationships with community based organizations and serves the community through organizations, boards, professional memberships, and local groups. Represents Synovus in a positive and professional manner
Provides guidance and counsel to junior team members as part of their ongoing growth and development. Participates in special projects as required
Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion
Performs other related duties as required
Qualification
Required
Bachelor's Degree in Business Administration, Finance, Accounting or a related field, or an equivalent combination of education and experience
Twelve years of commercial banking experience including experience with standard industry loan documentation and at least seven years working in the middle market segment
Knowledge of commercial loan products, credit analysis techniques, disbursement procedures, and underwriting functions
Knowledge of commercial loan structures, setting of appropriate loan and financial covenants
Knowledge of universally accepted loan practices
Sales skills, and the ability to solicit interest in products and/or services
Negotiation skills and the ability to secure customer relationships
Strong customer service skills
Strong verbal and written communication skills
Ability to effectively and clearly speak in public and group settings
Ability to gather information and provide appropriate solutions
Proficiency using Microsoft Office software products
Preferred
MBA, Master of Accountancy or Finance
Advanced Microsoft Excel modeling experience
Company
Synovus
Synovus is a financial services company that provides commercial banking, retail banking, investment, and mortgage services.
5001-10000 employees
H1B Sponsorship
Synovus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2023 (1)
2022 (2)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-12-09Post Ipo Debt· $500M
2025-07-24Acquired
2024-10-29Post Ipo Debt· $500M
Leadership Team
Anne Fortner
Head of Enterprise Credit Risk
Blake Thrasher
Market President
Recent News
2026-01-22
Morningstar.com
2026-01-15
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-11
Company data provided by crunchbase